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Investment Returns - Blueprint

Keep track of the performance of your investments and analyze their viability.

Love our systems and want to understand how it works? We’ve broken down all of the parts that make up each component so that everyone has the ability to deconstruct, re-create, and extend their components as they wish.

What’s In This Component?

Each component is made up of databases, which is where the data is stored. Every entry in the database represents a new item of this component.


 

Investment Returns

Properties

💡
How the data is organized. We take advantage of properties to enhance our data definition - so that we can understand more about each entry.
Property Name
Type
Purpose
Relation
Hide Property
Name
Title
/
Always Show
Sale Date
Date
/
Always Show
Why Did You Make This Change?
Text
/
Always Show
Change in Portfolio
Number
/
Always Show
Value/Share On Sale Date
Number
/
Always Show
Value/Share On Original Purchases
Rollup
Always Show
Growth
Formula
/
Always Show
Realized Gain/Loss
Formula
/
Always Show
Portfolio
Relation
Investment Portfolio
Always Show
Conversational Bot
Formula
/
Always Show
 

Templates

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How data and properties are auto-filled for common use cases.
Template Name
Properties Auto-Filled
Purpose
/
/
/
 

Synced Views

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How the data can be presented for common use cases and distributed across your workspace.
Synced View
Purpose
Views
[Investment Returns] At A Glance
See all your investment holdings at a glance.
- Monthly Summary (Table) - Monthly Summary (Table)
 

What’s Next?

Fast Track Your Mastery

Learn the principles behind our systems with our 4-week boot camp designed to help you go from zero to hero with being intentional and gamifying your life.

If you'd like a personalized approach, we offer 1-on-1 support with setting up your system from scratch and customization of your system to fit your unique life.


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